Enhance client experience as an Advisory Practice Specialist in Insurance. Assist in strategy development and provide expert guidance to advisors in financial advice and insurance solutions.
In this role, you will focus on achieving business objectives through effective practice strategies and communications. Collaborating with stakeholders, you will help shape training solutions and assess advisors' needs. Using your experience in analyzing trends and client behaviors, you will improve service standards and support advisors with mentorship and coaching.
Key Responsibilities:
• Assist in developing insurance practice strategies and plans
• Provide mentoring and coaching to financial advisors
• Collaborate with stakeholders on training strategies




• Support service enhancement processes and standards
• Manage surveys to assess client service awareness
Requirements:
• Experience in developing financial services strategies
• Expertise in life and disability insurance
• Familiarity with client behaviors and market trends
• Proficiency in CRM systems
• Background in compliance and relationship management
Bring your financial expertise to help advisors excel in their delivery of insurance solutions.
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📌 Insurance Advisory Practice Specialist (Ottawa)
🏢 InsuranceWorks.ca
📍 Ottawa